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IWR vs YLD
iShares Russell Mid-Cap ETF vs Principal Active High Yield ETF
Key differences
IWR is an equity ETF, while YLD is an alternative ETF. IWR charges 0.18% a year and YLD 0.39%.
- IWR is an equity fund, while YLD is an alternative fund. They carry different risk/return profiles.
- IWR follows a index tracking strategy; YLD uses multi strategy.
- IWR covers North America; YLD covers global markets.
- IWR costs 0.21% less per year.
- IWR is much larger than YLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | YLD | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.39% |
| Fund size (AUM) | $54.8B | $545M |
| Since | 2001 | 2015 |
| Dividend yield | 1.16% | 7.29% |
| Asset class | equity | alternative |
| Region | north america | global |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +19.9% | +6.9% |
| CAGR 3Y | +17.8% | +9.1% |
| CAGR 5Y | +7.7% | +4.9% |
| Sharpe 3Y | 0.89 | 0.92 |
| Volatility 1Y | 13.54% | 4.35% |
| Max drawdown | -40.59% | -28.34% |
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